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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,920 | $75,832-67.1% | $147,617-83.1% | $59,633-58.2% |
| Participation rate | 64.9% | 71.6%-6.7pp | 84.6%-19.8pp | 68.7%-3.8pp |
| Annual return | 0.23% | 0.37%-0.1pp | 61.98%-61.8pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $791 | $3,485-77.3% | $5,564-85.8% | $2,203-64.1% |
| Participant deferral / active EE | $869 | $3,131-72.3% | $4,895-82.3% | $3,192-72.8% |
| Admin fee / account holder | $1,759 | $5,986-70.6% | $11,612-84.8% | $4,297-59.1% |